Creative Planning
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Creative Planning’s Columbia Banking Systems COLB Stock Holding History

Creative Planning’s Portfolio COLB Stock Details COLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.7M Buy
333,801
+67,603
+25% +$2.01M 0.01% 844
2026
Q1 		$7.3M Buy
266,198
+78,070
+41% +$2.26M 0.01% 909
2025
Q4 		$5.26M Buy
188,128
+82,844
+79% +$2.24M ﹤0.01% 975
2025
Q3 		$2.71M Buy
105,284
+35,856
+52% +$911K ﹤0.01% 1305
2025
Q2 		$1.62M Buy
69,428
+2,170
+3% +$50.3K ﹤0.01% 1481
2025
Q1 		$1.68M Buy
67,258
+9,855
+17% +$263K ﹤0.01% 1315
2024
Q4 		$1.55M Buy
57,403
+6,974
+14% +$200K ﹤0.01% 1303
2024
Q3 		$1.32M Buy
50,429
+8,366
+20% +$199K ﹤0.01% 1318
2024
Q2 		$837K Buy
42,063
+11,836
+39% +$225K ﹤0.01% 1551
2024
Q1 		$585K Buy
30,227
+13,615
+82% +$280K ﹤0.01% 1736
2023
Q4 		$443K Buy
16,612
+4,971
+43% +$110K ﹤0.01% 1789
2023
Q3 		$236K Sell
11,641
-9,113
-44% -$190K ﹤0.01% 2115
2023
Q2 		$421K Buy
20,754
+277
+1% +$5.85K ﹤0.01% 1670
2023
Q1 		$439K Buy
+20,477
New +$569K ﹤0.01% 1554
2017
Q3 		– Sell
-121
Closed -$5K – 2232
2017
Q2 		$5K Hold
121
– – ﹤0.01% 3970
2017
Q1 		$5K Hold
121
– – ﹤0.01% 3944
2016
Q4 		$5K Hold
121
– – ﹤0.01% 3939
2016
Q3 		$4K Hold
121
– – ﹤0.01% 3957
2016
Q2 		$3K Hold
121
– – ﹤0.01% 3863
2016
Q1 		$4K Hold
121
– – ﹤0.01% 3680
2015
Q4 		$4K Hold
121
– – ﹤0.01% 3770
2015
Q3 		$4K Buy
+121
New +$3.82K ﹤0.01% 3699
2015
Q2 		– Sell
-121
Closed -$4K – 1451
2015
Q1 		$4K Hold
121
– – ﹤0.01% 3618
2014
Q4 		$3K Buy
+121
New +$3.26K ﹤0.01% 3686

Other funds holding COLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Creative Planning's COLB Position: Q2 2026 in Review

Creative Planning increased its Columbia Banking Systems (COLB) stake by 25% in Q2 2026, buying an estimated $2.01M and bringing the position to 333,801 shares worth $10.7M. The position accounts for 0.01% of the portfolio, ranked #844.

Creative Planning first reported a position in COLB in Q4 2014 and has held it in 24 quarters since. 555 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Creative Planning held 333,801 shares of Columbia Banking Systems worth $10.7M as of Q2 2026.
  • Creative Planning bought 67,603 Columbia Banking Systems shares in Q2 2026, an estimated $2.01M.
  • Columbia Banking Systems made up 0.01% of Creative Planning's portfolio in Q2 2026, its #844 holding.
  • Creative Planning first reported a position in Columbia Banking Systems in Q4 2014 and has held it in 24 quarters since.
  • 555 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.